City
Independent RIAs in Center Valley, Pennsylvania
As of October 2, 2026, 5 independent wealth management RIAs with their main office in Center Valley, Pennsylvania reported $854.3 million in regulatory assets under management; the largest by assets was MB, Levis & Associates,llc, with $411.6 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 5
- Regulatory assets under management
- $854.3 million
- Average per firm
- $170.9 million
- SEC-registered, of those listed
- 2 of 5 (40.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | MB, Levis & Associates,llc | SEC | $411.6 million | 575 |
| 2 | Argyle Capital Management, LLC | SEC | $355.7 million | 136 |
| 3 | Brightside Wealth Planning, LLC | State | $84.0 million | 324 |
| 4 | Shetland Financial, PLLC | State | $3.1 million | 6 |
| 5 | 100 Plus Planning | State | $0 | 0 |
Independent RIAs in Pennsylvania, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.